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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Keystone Wealth Services
3851
Keystone Wealth Services
California
$369M -$8.35M -2% 2.89% 91.1% 273 7.69% 2
BigSur Wealth Management
3852
BigSur Wealth Management
Florida
$369M +$19.2M +5% 0.43% 94.8% 160 10% 4
Park Place Capital
3853
Park Place Capital
Alabama
$369M +$11.7M +3% 1.44% 60% 885 15.71% 1.8
Davidson Capital Management
3854
Davidson Capital Management
Texas
$369M -$11.2M -3% 3.35% 79.4% 96 27.08% 2.4
TPWM
3855
Twelve Points Wealth Management
Massachusetts
$369M +$20.7M +6% 1.1% 56.8% 186 10.75% 2.5
Aries Wealth Management
3856
Aries Wealth Management
Maine
$368M +$5.07M +1% 0.33% 87.7% 237 10.55% 2.3
Sanchez Wealth Management Group
3857
Sanchez Wealth Management Group
Florida
$368M +$2.18M +0.6% 3.45% 61.1% 50 10% 3.5
Magnolia Capital Advisors
3858
Magnolia Capital Advisors
Mississippi
$368M -$18.4M -5% 1.45% 78.7% 239 9.21% 0.9
Louisbourg Investments
3859
Louisbourg Investments
New Brunswick, Canada
$368M -$13M -3% 1.37% 93.1% 185 11.89% 1
Safeguard Investment Advisory Group
3860
Safeguard Investment Advisory Group
California
$368M +$3.43M +0.9% 4.35% 84.3% 143 19.58% 2.2
Virtus Investment Advisers
3861
Virtus Investment Advisers
Connecticut
$368M +$240M +188% 1.68% 172% 710 91.69% 0.1
EAM Global Investors
3862
EAM Global Investors
California
$367M -$190M -34% 18.3% 2,399% 163 76.69% 0.2
Freshford Capital Management
3863
Freshford Capital Management
New York
$367M +$16.6M +5% 8.17% 97.3% 21 42.86% 0.6
PenderFund Capital Management
3864
PenderFund Capital Management
British Columbia, Canada
$367M -$98.3M -21% 34% 129% 177 42.94% 0.8
Smith & Howard Wealth Management
3865
Smith & Howard Wealth Management
Georgia
$367M +$13.3M +4% 0.23% 43.8% 86 8.14% 4.6
Ritter Daniher Financial Advisory
3866
Ritter Daniher Financial Advisory
Ohio
$367M +$12.4M +4% 1.73% 56.7% 330 12.12% 2.8
Addison Advisors
3867
Addison Advisors
Vermont
$367M +$7.03M +2% 0.53% 54.5% 886 10.5% 2.5
Newman Dignan & Sheerar Inc
3868
Newman Dignan & Sheerar Inc
Rhode Island
$366M -$24M -6% 1.24% 82.6% 181 3.31% 5.9
Atlas Venture Advisors
3869
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 16.8% 34.6% 4 0% 5
Great Diamond Partners
3870
Great Diamond Partners
Maine
$366M -$20.8M -5% 2.09% 86.1% 200 18% 3.2
InvesTrust
3871
InvesTrust
Oklahoma
$366M +$6.03M +2% 2.36% – 94 3.19% 0.3
Lantz Financial
3872
Lantz Financial
Illinois
$365M -$9.8M -3% 0.36% 74.3% 238 11.34% 3.3
PAS
3873
PKS Advisory Services
New York
$365M -$34.5M -9% 3.16% – 273 20.15% 0.2
UG Investment Advisers
3874
UG Investment Advisers
Taiwan
$365M +$110M +43% 15.4% 183% 13 30.77% 1.2
Capital City Trust
3875
Capital City Trust
Florida
$365M -$35.8M -9% 1.19% 98.5% 121 9.92% 7.1